Investment Platforms
Get the latest news and insights on investment platforms (including digital, mobile and online platforms), and how these developments impact financial advisors, the wealth management industry and more.
5 Basic Finance Lessons Many Clients (and Some Advisors) Forgot This Year
By John ManganaroMichael Finke and David Blanchett dig into the lessons offered up by the "spectacular decline" in the value of cryptocurrencies.
November 22, 2022
Wealth Managers With the Best & Worst Apps, Websites: J.D. PowerBased on responses from some 6,400 full-service and self-directed investors, the results show the critical role of technology.
November 21, 2022
Interactive Brokers Starts Overnight ETF TradingThe move allows clients to trade 24 popular iShares, SPDR , Vanguard and other ETFs around the clock, says the firm.
November 18, 2022
Top 10 Robo-Advisor Performers vs. Benchmarks YTDHere are the top 10 robo-advisor accounts, according to the Robo Report from Condor Capital Wealth Management.
November 17, 2022
UBS Launches New Offering For UHNW Clients: Tech RoundupAlso, FP Alpha releases second-generation tax projection tool.
November 17, 2022
Industry Experts Weigh In on Fidelity's Latest Tech MovesThe updates could make Fidelity more attractive for advisors looking to switch custodians, Tim Welsh says.
November 17, 2022
LPL Boosts Tax Capabilities for Advisors With HolistiplanAs part of LPL's vendor affinity program, Holistiplan's providing LPL advisors with discounted tax platform access and training.
November 15, 2022
Large Envestnet Shareholder Slams Company's PerformanceIn an open letter, Impactive Capital criticized Envestnet's board for boosting management pay despite "sub-market returns."